Phill McStotts has earned the CERTIFIED FINANCIAL PLANNER™ professional certification and strives to help his clients develop comprehensive solutions regarding their wealth. Phill wants to help his clients through every stage of their life. He assists in identifying and clarifying the client’s vision, values, and goals. Phill will analyze each client’s needs across the board in order to create a personalized financial plan that is tailored to that individual’s specific needs. He helps his clients in the areas of wealth management, retirement income strategies, estate planning strategies, business succession planning, personal risk management, and tax reduction strategies. He collaborates with his client’s team of existing advisors (CPA’s, Attorneys, etc.) to fill in the gaps and implement the strategies that will benefit his clients most. Phill’s overall goal is to provide his clients with confidence and satisfaction in their financial future.